Guru Ownership Trend
Guru Analysis for Vertex Pharmaceuticals Incorporated (VRTX)
Vertex Pharmaceuticals Incorporated (VRTX), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $750.5 M.
Top institutional holders include Renaissance Technologies and Manning & Napier Group.
Institutional sentiment is currently Bullish. This is evidenced by a $13.9 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who increased their stake by 103.3%. Conversely, Jefferies Group reduced exposure by 53.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.38% | Reduce -26.8% | 735,888 | $288.2 M | Q3 2025 | |
| 2.39% | Add 103.3% | 474,822 | $187.7 M | Q3 2025 | |
| 0.04% | Add 14.2% | 161,683 | $63.32 M | Q3 2025 | |
| 0.03% | New Buy | 51,374 | $20.12 M | Q3 2025 | |
| 1.33% | Add 4.9% | 39,065 | $15.3 M | Q3 2025 | |
| 0.06% | Add 11.4% | 38,324 | $15.01 M | Q3 2025 | |
| 0.00% | Add 0.8% | 25,959 | $10.17 M | Q3 2025 | |
| 0.06% | Add 6.7% | 25,665 | $10.05 M | Q3 2025 | |
| 0.04% | Add 2.5% | 21,888 | $8.57 M | Q3 2025 | |
| 0.03% | Reduce -53.8% | 16,000 | $6.27 M | Q3 2025 | |
| 0.00% | 512 | $200,520 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Vertex Pharmaceuticals Incorporated (VRTX)
Major holders include Renaissance Technologies ($288.2 M), Manning & Napier Group ($187.7 M), Cliff Asness ($63.32 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 1.59 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $13.9 M, with 8 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited VRTX. The total reported sell value was $112.64 M.
Yes, 1 managers opened new positions in VRTX, and 7 increased their existing holdings. The total reported buy value was $126.54 M.